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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,090 | $81,870-93.8% | $119,634-95.7% | $68,490-92.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.84% | -23.82%+8.0pp | -14.98%-0.9pp | -7.85%-8.0pp |
| Employer contribution / active EE | $911 | $2,692-66.1% | $4,232-78.5% | $2,597-64.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $124 | $6,583-98.1% | $10,329-98.8% | $5,403-97.7% |